Mcdaniel Terry & CO Utilities Sector Spdr Transaction History

Mcdaniel Terry & CO

$1.22 Billion
Q2 2025

A detailed history of Mcdaniel Terry & CO transactions in Utilities Sector Spdr stock. As of the latest transaction made, Mcdaniel Terry & CO holds 5,744 shares of XLU stock, worth $497,143. This represents 0.04% of its overall portfolio holdings.

Number of Shares

5,744

Previous 5,744 -0.0%

Holding current value

$497,143

Previous $453,000 3.53%

% of portfolio

0.04%

Previous 0.04%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 31, 2025	BUY	$73.09 - $82.77 $419,828 - $475,430	5,744 New	5,744 $469,000
Q1 2025 Apr 24, 2025	SELL	$74.7 - $80.27 $175,096 - $188,152	-2,344 Reduced 28.98%	5,744 $453,000
Q4 2024 Feb 03, 2025	SELL	$74.89 - $82.93 $3,370 - $3,731	-45 Reduced 0.55%	8,088 $612,000
Q3 2024 Oct 23, 2024	BUY	$67.67 - $80.78 $3,045 - $3,635	45 Added 0.56%	8,133 $657,000
Q1 2024 Apr 29, 2024	BUY	$59.95 - $65.65 $484,875 - $530,977	8,088 New	8,088 $531,000
Q2 2023 Jul 21, 2023	BUY	$64.34 - $69.97 $133,762 - $145,467	2,079 Added 41.74%	7,060 $462,000
Q1 2023 May 05, 2023	BUY	$63.7 - $72.08 $102,429 - $115,904	1,608 Added 47.67%	4,981 $337,000
Q4 2022 Jan 23, 2023	BUY	$61.52 - $72.67 $207,506 - $245,115	3,373 New	3,373 $238,000
Q2 2022 Jul 28, 2022	SELL	$64.87 - $76.96 $335,637 - $398,191	-5,174 Closed	0 $0
Q1 2022 Apr 27, 2022	BUY	$65.03 - $74.54 $336,465 - $385,669	5,174 New	5,174 $385,000
Q2 2020 Aug 13, 2020	SELL	$51.79 - $62.83 $204,777 - $248,429	-3,954 Closed	0 $0
Q3 2019 Nov 07, 2019	BUY	$62.5 - $64.93 $247,125 - $256,733	3,954 New	3,954 $256,000

Others Institutions Holding XLU

# of Institutions

1,591

Shares Held

153M

Call Options Held

13.6M

Put Options Held

38.6M

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About UTILITIES SECTOR SPDR

Ticker XLU
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Mcdaniel Terry & CO Utilities Sector Spdr Transaction History